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Kurt Mortenson - Email & Phone Number

Managing Director and Senior Advisor at Cypress Wealth Services

Kurt Mortenson is based out of Palm Desert, California, United States and works at Cypress Wealth Services as Managing Director and Senior Advisor.

Kurt Mortenson's Contact Information

Kurt Mortenson's Work email
k*****@cypres***.com
Valid
Latest update
October 10, 2025
Location
Palm Desert, California, United States

Kurt's current employer

Cypress Wealth Services logo

Cypress Wealth Services

Description
As a firm of experienced financial advisors, our mission is to ensure that every aspect of your life is aligned to best achieve your fina...
HQ Location
Palm Desert, California, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about Kurt Mortenson

What company is Kurt Mortenson working for?
Kurt Mortenson works for Cypress Wealth Services.
What is Kurt Mortenson's function at Cypress Wealth Services?
Kurt Mortenson is Managing Director and Senior Advisor at Cypress Wealth Services.
Where is Kurt Mortenson based?
Kurt Mortenson is based out of Palm Desert, California, United States.
What is Kurt Mortenson's work email address?
Kurt Mortenson's professional email address is k*****@cypres***.com
Who are Kurt Mortenson's co-workers?
Kurt Mortenson's colleagues are Carol York, Greg Frech, Lee Redd, Marc Koven, Michael Mortenson, Mark Thatcher, David Thatcher, Chris Risenmay, Ross Biesinger.
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Kurt's co-workers

Carol York avatar
Carol York
Senior Vice President and Financial Advisor
Greg Frech avatar
Greg Frech
Managing Director & Senior Financial Advisor
Lee Redd avatar
Lee Redd
Director Of Client Services
Marc Koven avatar
Marc Koven
Chief Compliance Officer & Senior Financial Advisor
Michael Mortenson avatar
Michael Mortenson
Financial Advisor
Mark Thatcher avatar
Mark Thatcher
Partner and Senior Financial Advisor
David Thatcher avatar
David Thatcher
Partner and Senior Financial Advisor
Chris Risenmay avatar
Chris Risenmay
Partner and Senior Financial Advisor
Ross Biesinger avatar
Ross Biesinger
Partner and Senior Financial Advisor
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